MIA

Milestone Investment Advisors Portfolio holdings

AUM $403M
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3.51M
3
+$2.88M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.59M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.35M

Top Sells

1
+$6.23M
2
+$6.13M
3
+$5.99M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$495K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$288K

Sector Composition

1 Technology 2.87%
2 Healthcare 1.53%
3 Financials 1.18%
4 Industrials 0.82%
5 Consumer Staples 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$214K 0.07%
4,820
+1,775
102
$212K 0.07%
2,133
-267
103
$207K 0.06%
+465
104
$204K 0.06%
+5,233
105
$201K 0.06%
+1,034
106
$194K 0.06%
+3,706
107
$193K 0.06%
+334
108
$191K 0.06%
+957
109
$190K 0.06%
+2,910
110
$189K 0.06%
+780
111
$188K 0.06%
+2,337
112
$183K 0.06%
3,845
113
$183K 0.06%
+475
114
$172K 0.05%
+1,031
115
$163K 0.05%
+3,055
116
$160K 0.05%
741
+58
117
$158K 0.05%
+1,336
118
$153K 0.05%
+1,795
119
$153K 0.05%
+686
120
$152K 0.05%
+2,244
121
$148K 0.05%
+927
122
$146K 0.05%
319
123
$145K 0.04%
+2,003
124
$144K 0.04%
5,000
125
$141K 0.04%
+628
3 4
5
6 7